Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.571 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47992.11 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46597.21 Kr¶
PnL: ---------------------------------------> -291.36 Kr¶
DD now: ---------------------------------> -1.311 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 14:58:39.854306'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.730000 | 2849.000000 | 213.000000 | 8.080000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3088.800000 | 117.800000 | 3.960000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.830000 | 437.600000 | 82.600000 | 23.270000 | 355.000000 |
| Corem Property Group B | 59 | -0.980000 | 656.080000 | 79.080000 | 13.710000 | 576.999999 |
| Boozt | 12 | 0.140000 | 1708.800000 | 54.800000 | 3.310000 | 1653.999996 |
| HMS Networks | 2 | 0.780000 | 725.200000 | 52.200000 | 7.760000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2965.000000 | 38.000000 | 1.300000 | 2927.000000 |
| SAAB B | 8 | 0.520000 | 3412.000000 | 35.000000 | 1.040000 | 3377.000000 |
| OEM International B | 7 | 1.130000 | 562.100000 | 34.100000 | 6.460000 | 527.999997 |
| Intrum | 4 | 1.280000 | 553.200000 | 26.200000 | 4.970000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.950000 | 552.000000 | 20.000000 | 3.760000 | 532.000000 |
| Norva24 Group | 16 | 3.420000 | 560.640000 | 17.640000 | 3.250000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| MedCap | 2 | -1.140000 | 435.000000 | 14.000000 | 3.330000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| AcadeMedia | 12 | 1.240000 | 567.600000 | 10.600000 | 1.900000 | 557.000004 |
| Resurs Holding | 22 | 0.530000 | 581.680000 | 7.680000 | 1.340000 | 573.999998 |
| Karnov Group | 9 | -1.480000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Swedbank A | 3 | 1.500000 | 567.450000 | 3.450000 | 0.610000 | 564.000000 |
| Securitas B | 6 | 0.460000 | 572.040000 | 2.040000 | 0.360000 | 570.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | 0.050000 | 544.250000 | -1.750000 | -0.320000 | 546.000000 |
| Essity B | 2 | -1.380000 | 572.000000 | -2.000000 | -0.350000 | 574.000000 |
| Essity A | 4 | -1.890000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| CTEK | 13 | 1.140000 | 528.840000 | -5.160000 | -0.970000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.030000 | 3448.100000 | -5.900000 | -0.170000 | 3453.999992 |
| Midsona B | 63 | -1.400000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| International Petroleum Corp. | 5 | 2.120000 | 554.500000 | -40.070000 | -6.740000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.090000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| OX2 | 18 | 1.070000 | 1530.000000 | -134.000000 | -8.050000 | 1663.999992 |
| Axfood | 13 | 0.690000 | 3612.700000 | -143.300000 | -3.820000 | 3756.000001 |
| Ovzon | 52 | 3.890000 | 3052.400000 | -309.600000 | -9.210000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.710000 | 3433.500000 | -377.500000 | -9.910000 | 3810.999990 |
| TOTAL | 46597.210000 | -291.360000 | -1.3115% | 46888.564618 |
Updated:¶
'2023-01-18 14:58:52.080954'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
